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Schwab US Aggregate Bond ETF
SCHZ

Overview Fund Activity

246 hedge funds and large institutions have $1.16B invested in Schwab US Aggregate Bond ETF in 2017 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 124 increasing their positions, 63 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
246
Holders Change
+17
Holders Change %
+7.42%
% of All Funds
6.14%
Holding in Top 10
29
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.72%
New
36
Increased
124
Reduced
63
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
APP
1
Avantax Planning Partners
Iowa
$110M
2
Charles Schwab
2
Charles Schwab
California
$114M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$72.4M
4
Bank of America
4
Bank of America
North Carolina
$24.7M
5
AA
5
Apriem Advisors
California
$9.77M

Top Sellers

1
AFS
1
Access Financial Services
Minnesota
$10.3M
2
RW
2
Rand Wealth
Maryland
$0
3
JWA
3
JFS Wealth Advisors
Pennsylvania
$43K
4
BC
4
Brinker Capital
Pennsylvania
$13.5M
5
SFA
5
Sequoia Financial Advisors
Ohio
$6.22M
Name Holding Trade Value Shares
Change 		Shares
Change %
BRWA
126
B. Riley Wealth Advisors
Florida
$895K +$129K +4,930 +17%
CFD
127
Creative Financial Designs
Indiana
$858K +$111K +4,232 +15%
WIC
128
Whitegate Investment Counselors
New Hampshire
$854K -$122K -4,672 -13%
MAS
129
Madden Advisory Services
Florida
$818K +$24K +920 +3%
LA
130
LVW Advisors
New York
$799K -$19.2K -736 -2%
CWP
131
Capital Wealth Planning
Florida
$788K +$788K +30,158 New
HCM
132
Hengehold Capital Management
Ohio
$773K +$18.4K +706 +2%
NCM
133
Novare Capital Management
North Carolina
$766K +$268K +10,272 +54%
HWM
134
Highwater Wealth Management
Colorado
$726K +$260K +9,970 +56%
MI
135
Moneywise Inc
Virginia
$707K -$122K -4,656 -15%
LTFS
136
Ladenburg Thalmann Financial Services
Florida
$701K -$1.19M -45,600 -63%
JFG
137
JMG Financial Group
Illinois
$691K +$43.9K +1,680 +7%
OC
138
Oarsman Capital
Wisconsin
$678K +$35.4K +1,356 +6%
VIA
139
Vantage Investment Advisors
Pennsylvania
$664K -$35K -1,340 -5%
FCAG
140
First Capital Advisors Group
New Jersey
$664K +$200K +7,672 +43%
AIP
141
Almanack Investment Partners
Pennsylvania
$660K +$491K +18,806 +291%
BWA
142
Burt Wealth Advisors
Maryland
$659K -$20.5K -786 -3%
Citigroup
143
Citigroup
New York
$659K -$731 -28 -0.1%
SFG
144
StrategIQ Financial Group
Indiana
$653K -$49.1K -1,880 -7%
PAM
145
Peak Asset Management
Colorado
$637K -$59.1K -2,264 -8%
MAS
146
Managed Account Services
Florida
$606K +$6.22K +238 +1%
MWAC
147
Mariner Wealth Advisors (Cincinnati)
Ohio
$591K -$14.9K -570 -2%
ACM
148
Armbruster Capital Management
New York
$580K +$37.3K +1,428 +7%
QCMNJ
149
Quantum Capital Management (New Jersey)
New Jersey
$542K +$20.2K +772 +4%
AF
150
Allworth Financial
California
$504K +$30.4K +1,162 +6%
4 5
6
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